PeopleSoft v9.1 Billing Quick Reference Guide Contact Information:
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1 PeopleSoft v9.1 Billing Quick Reference Guide Contact Information: SpearMC Consulting, Inc SPEARMC
2 Table of Contents Billing... 4 Fixed Billing from Contracts Module... 4 T+M (Time & Materials) Billing from Contracts Module Manual Entry of Invoices Single Action Invoice (BIJOB03) Review Billing Information Invoice Adjustments / Credit & Rebill Create Recurring Bills Customers... Error! Bookmark not defined. Customer Information Customer Data Tracking Customer Activity Aging Processes Customer Conversations Understanding Effective Dates SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 2
3 Billing 1. Fixed Billing from Contracts Customer Contracts, Create and Amend, General Information a. Follow the Billing Plans link on the General tab under the Summary of Accounts section. b. Follow the hyperlink in the Plan column that corresponds to Milestone ; then go to the Events tab. c. Set or confirm the Event Status as Ready. Save the page. d. Navigate to Customer Contracts, Schedule and Process Billing, Process Other Billing Methods. e. Process the Contracts to Billing Interface (CA_BI_INTFC.ae). f. Process the Billing Interface (BIJOBI01.PSJob). g. Update the Billing Worksheet. h. Run Single Action Invoice (BIJOB03.PSJob). 2. T+M Billing from Contracts Customer Contracts, Schedule & Process Billing, Process as Incurred Billing a. After initial page data entry, follow steps e-h for Fixed Billing from Contracts. 3. Manual entry of invoices Billing, Maintain Bills, Standard Billing, Add a New Value a. Header tab - AR Accounting automatic, based on Bill Type b. Project tab enter Project info c. Contract tab enter Contract info d. Line tab Enter a Description, Qty, UOM, Unit Price i. Follow Accounting link and enter line distribution information. e. Set Header-Info 1 tab Status to RDY. SAVE. 4. Generate Invoices Billing, Generate Invoices, Non-Consolidated, Single Action Invoice (BIJOB03) a. Set Posting Action to Batch Standard to create open receivables upon completion of AR. Update, or Post Later to have AR review the pending items before posting. 5. Review Billing Information a. Billing, Review Billing Information, Details b. Billing, Review Processing Results, Review Invoice Errors c. Billing, Review Billing Information, AR Pending Items 6. Invoice Adjustments Billing, Maintain Bills, Adjust Entire Bill 7. Recurring Billing Billing, Maintain Bills, Recurring Bill Schedules 2012 SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 3
4 Billing/ Accounts Receivable Modules Process Detail Billing Client invoices are generated primarily from the Contracts module; however, some invoices are manually entered. This manual does not include Contract-setup information; only the steps required to generate Billing invoices originating from Contracts. We also cover manual processing that originates in the BI module. Invoices generated from the Contracts module may be processed in one of two ways: Fixed billing or Time and Materials billing. Fixed Billing from Contracts Module Menu Path Customer Contracts, Create and Amend, General Information 1. Enter Business Unit and Contract. 2. Press Search SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 4
5 1. Follow the Billing Plans link on the General tab under the Summary of Accounts section. 1. Follow the hyperlink in the Plan column that corresponds to Milestone ; then go to the Events tab SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 5
6 1. Set or confirm the Event Status as Ready. Save the page. 2. Navigate to Customer Contracts, Schedule and Process Billing, Process Other Billing Methods. 1. Use an existing run control, or create a new one SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 6
7 1. Enter your Business Unit and Contract Number. 2. Event Date is the day you are running the process. 3. Invoice Date is the day you are running the process. 4. Save the page. 5. Press Run and execute the process the Contracts to Billing Interface (CA_BI_INTFC.ae). NOTE: You may confirm the number of rows successfully processed by following the Process Monitor Details link, viewing the Message Log SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 7
8 Menu Path Billing, Interface transactions, Process Billing Interface 1. Select an existing run control or add a new one. 2. Use the magnifying glass to select the interface to be processed. 3. Press Run. 4. Select Interface & VAT Defaulting (BIJOBI01.PSJob); then press OK. 5. Go to the Process Monitor to confirm the job has successfully loaded data into our Billing module. a. Follow the link for the job; then the link to BIIF0001, and then the Message Log SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 8
9 2012 SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 9
10 Menu Path Billing, Manage Billing Worksheet, Update Billing Worksheet 1. Press Search to retrieve all TMP- invoices (Billing Worksheet), or follow the Set Filter Options link to specify options for records returned SpearMC Consulting PeopleSoft v9.1 Billing Quick Reference Guide Page 10
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